Non-Qualified Plans

EFA offers comprehensive non-qualified deferred compensation plan consulting to help you maintain a competitive advantage in recruiting, rewarding, and retaining top executive talent.

Our clients can turn to us for design, financing, administration, communication, and reporting of non-qualified retirement plans. Consulting capabilities include:

  • Deferred Compensation / Supplemental Executive Retirement Plans (SERP)
  • Service provider analysis, product, investment platform & fee negotiations
  • Financial liability analysis and alternative funding techniques analysis
  • 409A plan governance and compliance consulting
  • Plan implementation/conversion management
  • Participant communication and education
  • Investment management and due diligence
  • Plan administration, recordkeeping, and reporting
  • Benchmarking and ongoing plan audit processes